Baker Avenue Asset Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Baker Avenue Asset Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	399,021 +620	+0.2%	+$17.1K	0.2%	98
2026 Q1	$10.6M	Buy	398,401 +18,642	+5%	+$535K	0.24%	90
2025 Q4	$10.6M	Buy	379,759 +29,126	+8%	+$810K	0.25%	89
2025 Q3	$9.75M	Buy	350,633 +241,005	+220%	+$6.63M	0.23%	90
2025 Q2	$3M	Sell	109,628 -2,977	-3%	-$77.7K	0.09%	158
2025 Q1	$2.76M	Buy	112,605 +7,356	+7%	+$176K	0.09%	172
2024 Q4	$2.42M	Buy	105,249 +4,194	+4%	+$104K	0.07%	176
2024 Q3	$2.79M	Buy	101,055 +5,475	+6%	+$144K	0.09%	157
2024 Q2	$2.29M	Sell	95,580 -1,495	-2%	-$37.5K	0.08%	156
2024 Q1	$2.53M	Sell	97,075 -1,026	-1%	-$26.3K	0.1%	145
2023 Q4	$2.68M	Buy	98,101 +96,364	+5,548%	+$2.37M	0.12%	132
2023 Q3	$41.3K	Hold	1,737	–	–	﹤0.01%	546
2023 Q2	$43K	Sell	1,737 -1,430	-45%	-$37.5K	﹤0.01%	546
2023 Q1	$83.2K	Sell	3,167 -48,949	-94%	-$1.33M	﹤0.01%	457
2022 Q4	$1.4M	Buy	52,116 +20,915	+67%	+$535K	0.08%	144
2022 Q3	$752K	Buy	+31,201	New	+$872K	0.05%	192
2013 Q3	–	Sell	-133,420	Closed	-$5.4M	–	242
2013 Q2	$5.4M	Buy	+133,420	New	+$5.78M	1.33%	18

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

Baker Avenue Asset Management's RWX Position: Q2 2026 in Review

Baker Avenue Asset Management increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 0.16% in Q2 2026, buying an estimated $17.1K and bringing the position to 399,021 shares worth $10.8M. The position accounts for 0.2% of the portfolio, ranked #98.

Baker Avenue Asset Management first reported a position in RWX in Q2 2013 and has held it in 17 quarters since. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

Baker Avenue Asset Management held 399,021 shares of State Street SPDR Dow Jones International Real Estate ETF worth $10.8M as of Q2 2026.
Baker Avenue Asset Management bought 620 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2026, an estimated $17.1K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.2% of Baker Avenue Asset Management's portfolio in Q2 2026, its #98 holding.
Baker Avenue Asset Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.